HomeMy WebLinkAbout04-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~,~[~~--'~, ~''~ '~;"1TOTI'1CE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AP~FAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ',: OF-D~DU~TIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ 4 ',,;,;~~ ; :,; ~ '.r - -- .
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
?QQ9 APR 13 ~~ ~Q' S6 DATE 04-06-2009
ESTATE OF HOFFNER BETTY E
,~~. DATE OF DEATH 06-10-2008
~~~~~t~~'' FILE NUMBER 21 08-0654
~~~~'~`~~ `~ u~~~i~ COUNTY CUMBERLAND
GREGORY M KERWIN Cf 1('ra_,~ri ,"-'t `~1 ~~ ACN 101
KERWIN & KERWIN APPEAL DATE: 06-05-2009
4245 ROUTE 209 (See reverse side under Objections)
ELIZABETHVILLE PA 17023 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS !-~ --------------
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REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT DF TAX
ESTATE OF HOFFNER BETTY E FILE N0. 21 08-0654 ACN 101 DATE 04-06-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CDNCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1) .00 NOTE: To insure proper
(2) 36,637.76 credit to your account,
C3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
(5) 367,240.37
(6) .00
(7) .00
($) 403,878.13
APPROVED DEDUCTIONS AND EXEMPTIONS:
18,833.22
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2.601.60
11. Total Deductions (11) 21 .434.8?
12. Net Value of Tax Return C12) 382,443.31
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 382,443.31
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 382,443.31 X 045 = 17,209.95
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due (lg)= 17,209.95
rsx rQCnrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
OS-22-2008 CD010182 836.58 15,895.00
11-19-2008 CD010545 .00 478.37
TOTAL TAX CREDIT 17,209.95
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. '
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)